Assistant Relationship Manager

Tasks

• Supporting Relationship Managers (RM) with customer administration across all relevant tasks (systems, processes, forms, documents, etc.)
• Preparation of up-to-date reports; professional and timely execution
• Ensuring compliance with customer requirements (regulations, KYC (Know Your Customer), AML (Anti-Money Laundering))
• Managing customer relationships (product-focused, regulatory information, communicating how we adequately meet customer needs; customer meetings to address specific needs such as RMA (banking), compliance presentations, supporting the customer’s negotiation process, and suitability analysis (risk definition meeting, shopping guide, customer needs, etc.))
• Ensuring coverage for at least one week
• Negotiating services and contracts where information is necessary for the work
• Support during customer visits, on-site, ad hoc events, and team/sales support
• Ensure the organization of the RMs or portfolios in close coordination with the Compliance and Legal Support teams
• Providing professional recommendations for improvement based on experience, market expertise, or estimates
• Active risk management (to support all members, e.g., customer documentation)
• Compliance with regulations, information requirements, and effective legal risk management through the use of databases and the Web
• Support the RM in applying all key internal company procedures (documentation, confirmation, settlement instructions, financing, and other forms of reporting) as well as all
• Ensuring that all activities are in accordance with applicable rules, guidelines, and the Insurance Manager
• Processing of bank transfers during the pending period and services rendered
• Ensuring that the relevant tax laws (e.g., QMA) include an appropriate written and explicit reference to the client’s jurisdiction

Requirements

• Strong teamwork skills
• Ability to adapt to change in a dynamic and evolving environment
• An open, constructive, and proactive attitude toward customers with regard to new customer acquisition and reporting processes
• Interest in commercial activities and commitment to achieving goals
• Highly service-oriented and passionately proud of the quality of our service
• A systematic, precise, and conscientious work style, and the ability to work under pressure
• Personal Strengths and Ethical Behavior
• A solid understanding of the product contexts and services in private banking
• Basic knowledge of global financial markets and current developments
• A strong understanding of the management standards required in the financial industry, as well as the legal and regulatory environment and global investments
• Representatives under MAS SFA and/or FAA